See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $38,565 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,422 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,013 | $65,061-9.3% | $143,757-58.9% | $66,914-11.8% |
| Participation rate | 92.1% | 65.2%+26.9pp | 80.3%+11.8pp | 69.8%+22.3pp |
| Annual return | -17.65% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,939 | $2,361-17.9% | $4,951-60.8% | $2,544-23.8% |
| Participant deferral / active EE | $7,081 | $2,919+142.6% | $5,637+25.6% | $4,237+67.1% |
| Admin fee / account holder | $144 | $502-71.4% | $14,673-99.0% | $593-75.8% |